Family Legacy Inc’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,250
| Closed | -$374K | – | 124 |
|
|
2024
Q3 | $374K | Hold |
3,250
| – | – | 0.12% | 107 |
|
|
2024
Q2 | $346K | Hold |
3,250
| – | – | 0.12% | 108 |
|
|
2024
Q1 | $314K | Hold |
3,250
| – | – | 0.11% | 106 |
|
|
2023
Q4 | $328K | Hold |
3,250
| – | – | 0.13% | 104 |
|
|
2023
Q3 | $331K | Hold |
3,250
| – | – | 0.14% | 103 |
|
|
2023
Q2 | $328K | Hold |
3,250
| – | – | 0.13% | 104 |
|
|
2023
Q1 | $299K | Hold |
3,250
| – | – | 0.13% | 103 |
|
|
2022
Q4 | $302K | Hold |
3,250
| – | – | 0.13% | 103 |
|
|
2022
Q3 | $247K | Hold |
3,250
| – | – | 0.12% | 104 |
|
|
2022
Q2 | $273K | Hold |
3,250
| – | – | 0.13% | 103 |
|
|
2022
Q1 | $285K | Hold |
3,250
| – | – | 0.12% | 109 |
|
|
2021
Q4 | $292K | Hold |
3,250
| – | – | 0.12% | 107 |
|
|
2021
Q3 | $269K | Hold |
3,250
| – | – | 0.12% | 107 |
|
|
2021
Q2 | $296K | Hold |
3,250
| – | – | 0.13% | 105 |
|
|
2021
Q1 | $278K | Sell |
3,250
-105
| -3% | -$8.98K | 0.13% | 106 |
|
|
2020
Q4 | $317K | Sell |
3,355
-75
| -2% | -$7.09K | 0.16% | 99 |
|
|
2020
Q3 | $298K | Hold |
3,430
| – | – | 0.17% | 100 |
|
|
2020
Q2 | $300K | Hold |
3,430
| – | – | 0.18% | 104 |
|
|
2020
Q1 | $283K | Sell |
3,430
-90
| -3% | -$7.43K | 0.2% | 96 |
|
|
2019
Q4 | $333K | Hold |
3,520
| – | – | 0.19% | 104 |
|
|
2019
Q3 | $306K | Hold |
3,520
| – | – | 0.19% | 103 |
|
|
2019
Q2 | $321K | Sell |
3,520
-408
| -10% | -$37.2K | 0.25% | 92 |
|
|
2019
Q1 | $334K | Hold |
3,928
| – | – | 0.27% | 91 |
|
|
2018
Q4 | $302K | Sell |
3,928
-112
| -3% | -$8.61K | 0.27% | 88 |
|
|
2018
Q3 | $312K | Hold |
4,040
| – | – | 0.25% | 90 |
|
|
2018
Q2 | $273K | Hold |
4,040
| – | – | 0.24% | 93 |
|
|
2018
Q1 | $293K | Sell |
4,040
-22
| -0.5% | -$1.6K | 0.27% | 85 |
|
|
2017
Q4 | $306K | Buy |
4,062
+435
| +12% | +$32.8K | 0.28% | 83 |
|
|
2017
Q3 | $279K | Sell |
3,627
-1,216
| -25% | -$93.5K | 0.71% | 37 |
|
|
2017
Q2 | $362K | Sell |
4,843
-34
| -0.7% | -$2.54K | 0.36% | 72 |
|
|
2017
Q1 | $325K | Buy |
+4,877
| New | +$325K | 0.34% | 75 |
|